Customer Relations Management (CRM)

CRM Group #1 - Listings and Sellers 11 reports

CRM Group #2 - Transactions, Sellers, Buyers 14 reports

Welcome to the Customer Relations Management, or CRM, reports for REAL/Easy FOS and BOS. These reports were built for GUI Software for inclusion within the REAL/Easy BOS (Back Office System).

As many REALTORS already know, keeping in contact with sellers and buyers at all times is a must for a successful brokerage. Strong companies have learned long ago, that the company, as well as the agents, needs to be proactive with all sellers and buyers, potential, pending and already closed, to maximize the value both to the customer and brokerage.

Successful brokerages have done for years which is now called CRM, or Customer Relations Management, in big companies. That's because real estate has always been a competitive business where individual customer satisfaction and relationships have been key.

In order to provide good service, you need to first make sure you have accurate and complete seller and buyer information. It’s hard to benefit from seller and buyer follow-up letters and mailings if the accounting or administrative department is only entering financial details and maybe only customer names but no mailing, source, phone number and other details.

Use the CRM reports to help insure this information complete and to provide convenient follow-up and verification lists for anyone in your company that has to deal with your sellers and buyers. The basic reports can assist for both listing and sales activity. General lists can be printed, and you can also verify and check seller/buyer/agent details as well.

To help, when these reports are viewed on the screen, more details about each listing or transaction can be viewed by using the "drill-down" feature. Two levels of details are available: seller/buyer details and listing/selling agent details.

View and Check Details with Drill-Downs.

You can use the seller drill-down view, for example, to check for needed information or to make a follow-up call. If missing items are needed from an agent, you can print the detail report for the agent (it also looks like an input form) seeking the required data (e.g. addresses, source, phone numbers). Managers can also use the detailed views to help obtain information to assist in listing marketing and transaction closings.

The CRM listing/seller reports can be used by managers, office administration, agents, agent assistants, and front desk personnel in many facets of listing management and marketing. The primary function of these reports is to provide key listing inventory information including sellers and listing agent names and other key data. Reports are included that order the listings in different ways. The above, for example shows listings written by listing date. This list can be used to view listing written activity day by day, note new listings, and many other purposes.

Items included in the CRM listing report are:

There are listing/seller reports for: written listings, active listings, and one for cancelled listings followup/review. The reports are ordered many ways to suit different needs. The CRM reports available are:

Written Listings Reports:

Active Listings Reports:

Cancelled Listings Report:

There are two levels of "drill-down" for these reports. The first level provides important details for the seller(s) of the listing. The second level shows details for the listing agents.

To drill down to seller details for a particular listing, you need to position your mouse-pointer, or cursor, over the listing you are interested to obtain the "eyeglass" as shown above. Then, double-click, and new page showing the seller details will appear. In the example, we are selecting the 115^th Avenue property, listing ID 00013.

Above illustrates the seller drill down information. Note that a complete new report screen is created with th original listing still shown at the bottom ("boxed-in"). Above the listing information in this example, there are two sellers for this: Dr. Perry Aire and Pete Moss. Each is shown with the following details:

So, this drill down is handy for viewing and printing seller details for selected listings.

Looking up agent details with the second drill-down:

To drill down to listing agent details, move the mouse pointer over the seller record, and double-click when you see the eyeglass pointer appear. This will display the agent details for this listing and seller as shown below:

Again, this view shows the original listing information line at the bottom, along with the seller detail. Added above are details about the listing agents. Included are:

Above is a sample report for the CRM Group #2 reports for your sales transactions. For pre and post closing activity, the CRM transaction seller/buyer reports are helpful to managers, office administration, agents, agent assistants, and front desk personnel in areas of transaction management and marketing.

The primary function of these reports is to provide important transaction information including seller, buyer and agent names and other data. Reports are included that order the transactions in different ways. The above, for example shows a list of pending transactions by close date. This list can be used to view up-coming closings to aid in closing coordination and planning.

Items included in the transaction CRM report are:

When these reports are viewed on the screen, more details about each transaction can be viewed by using the drill-down feature. Two levels of details are available: seller/buyer details and agent details. These are illustrated on the following pages.

There are transaction/seller/buyer reports for written sales, pending sales, and closed sales. The reports are ordered many ways and select all or sales-only transactions to suit different needs. The CRM transaction reports available are:

CRM Written Transactions Reports:

CRM Pending Transactions Reports (include transactions with status pending and firm):

CRM Closed Transactions Reports:

branchcrmpendtranallbyclose report of all closed transactions, including referrals and other income, for a specified close date range sorted by the close date. This is a useful report to help follow-up with verifying key seller/buyer address and other information. Also good for to-do-contact lists for thank-you and service rating questionnaires.

branchcrmpendtranallbyBOSID report of all closed transactions for a specified close date range sorted by the BOS transaction ID. This is a useful report for looking up seller/buyer details by BOS ID for all transaction types.

branchcrmpendtransalesonlybyclose report of sales-only closed transactions for a specified close date range sorted by the close date. This is a useful report, generally week by week, to help follow-up with sellers/buyers as well as updating key seller/buyer address and other information.

branchcrmpendtransalesonlybyBOSID report of sales-only closed transactions for a specified close date range sorted by the BOS transaction ID. This is a useful report for looking up seller/buyer details by BOS ID

 

Looking up client and customer information - using drill-downs:

There are two levels of "drill-down" for these reports. The first level provides important details for the seller(s) and buyer(s) involved in the transaction. The second level shows details regarding your listing and sell side agents.

To drill down to seller/buyer details for a particular transaction, position the mouse-pointer, or cursor, over the sale you are interested to obtain the "eyeglass" as shown above. Then, double-click, and new page showing the seller/buyer details will appear. In the example, we are selecting the North Grant Street property.

Above illustrates the seller/buyer drill down information. There is one seller and one buyer for this transaction. Each is shown with the following details:

This drill down is handy for viewing and printing seller and buyer details for selected transactions.

Looking up agent details with the second drill-down:

To drill down to listing agent details, move the mouse pointer over a seller or buyer record, and double-click when you see the eyeglass pointer appear. This will display the agent details for this sale and seller/buyer as shown below:

 

This view shows the original transaction information line at the bottom, along with the seller/buyer detail. Added above are details about the listing and selling agents. In this example, there are two list side agents and one sell side agent. Information included is:

(If you are interested in having Executive Systems build custom reports for your company call 877-705-9750 or Contact Us Via Email for a free estimate)

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